Find Top Financial Advisors in Sugar Land, Texas

Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO.

As a CFP^® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times.

I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar.

On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.'

I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-).

If you made it this far you should go ahead and schedule a complimentary consultation.

In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management.

We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.

Doug Gibson has helped countless individuals and business owners navigate the many challenges investors face daily. His philosophy is simple, have a plan, and play it S.A.F.E. The S.A.F.E investment philosophy is simple, the market is unpredictable but by having a disciplined approach and focusing on the factors we CAN control, we can significantly improve the ability for clients to achieve their goals. Those factors are Strategy, Allocation, Fees, and Expenses. Adhering to this philosophy along with a tax centric, comprehensive financial plan, his clients have total transparency, and a vital understanding of their financial objectives. By putting the needs of his clients first and using the S.A.F.E investing philosophy he pioneered, his clients not only understand the implications of financial decisions but can make the ones that will have a positive impact on their financial future.

SMART Group Houston is not your ordinary Financial Services firm. Most firms are transactional, focusing strictly on the accumulation of assets using arbitrary risk/reward criteria to select financial products. In our experience taking on additional risk will not necessarily yield greater returns. We approach our clients finances from a broader perspective. We focus not just on accumulating wealth but protecting it as well. We focus not just on your immediate needs, but how each piece fits in within your entire financial strategy. Our approach enables us to identify opportunities that other firms may, and usually do, overlook. We look for ways to make your money work harder for you in ways that you might never have imagined. We have found that many common investment strategies seriously underestimate the challenges facing you as you transition into other phases of your financial journey. Ultimately, we strive to give each client the opportunity to spend less time worrying about their portfolio and wondering whether your money will be enough to give you the financial freedom you expect. We do this, not through unrealistically optimistic and risky investments, but through a comprehensive strategy that outlines the ideal path to your financial success. In our view, taxes remain one of the biggest risks to wealth creation and accumulation. Every dollar is taxed in 4 ways, when you EARN it, when you GROW it, when you SPEND it, and when you PASS AWAY. At SMART Group, we won't file last years tax returns, but we will do your FUTURE tax returns by providing you with custom strategies designed to help you save taxes in each of the 4 phases of taxation. Our team of licensed CFP's and CPA's will help guide you throughout each step of your financial journey.

As an Investment Strategist, over the past 20 years George serves as his client's personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.

Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.

When collaborating with my office, you'll discover that our approach strives to strike a harmonious balance between your immediate income needs and your long-term wealth-building aspirations. We take into careful consideration your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations.

Upon thorough examination of your objectives and a comprehensive understanding of your current financial landscape, I collaborate with you to formulate actionable recommendations, solutions, and strategies. Once a plan is established, we commence the implementation of these actions and strategies.

I continually monitor the performance, risk profile, investment style, and management of your investments and strategies. Regular communication is essential, and I ensure ongoing discussions to assess results, address any concerns, and provide answers to your questions, offering you peace of mind throughout our journey together.

David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges.

David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

James Enriquez is a dedicated Financial Advisor with 14 years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and Certified Financial Planner (CFP), James has built a career grounded in a desire to help people achieve their financial dreams. His favorite part of the job is witnessing the successful realization of a financial plan, seeing the tangible results of planning and strategic execution.

James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.

The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.

We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.

Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.

Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.

Michelle Vargas, Certified Financial Planner^™ is the President of Waymaker Financial Planning, a Fee-Only planning and investment management firm in Fort Worth, Texas. She focuses on helping Christian women make smart money decisions, especially those in transition to retirement, widowhood, and managing wealth for the first time. Her goal is to help all clients successfully navigate their financial life so that they will be worry free and spend more time doing what they love.

After earning a degree in Finance from the University of Louisiana at Lafayette in 1990, she moved to Orlando, Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she enrolled in her 401K and wanted to learn about additional options to plan for retirement. Not many advisors were willing to help her with her 401K choices, and none offered a written financial plan. In 1994 she left Harcourt Brace Publishing and became licensed to work as a Financial Advisor. In 1998, she completed the rigorous education and experience requirements to become a CFP.

With over 9 years of professional experience as a financial advisor, she daily strives to make the complex simple when advising clients. She often remembers what the experience was like when she was young and looking for an advisor. This memory enables her to be sensitive and patient in all of her interactions. Education is also an important component of her practice, and she has been quoted by CBS News, Yahoo Finance, and MSN.

She and her husband live in Fort Worth, and they have an amazing son Andrew. He is a Young Steinway Artist in graduate school at Texas Christian University. When her son was younger, she was very active in the homeschool community and served as a director, teacher, and support group leader. Her proudest accomplishments are persevering in homeschooling through high school and founding Waymaker Financial Planning.

In her spare time, she enjoys walking through the Fort Worth Botanical Gardens to get inspired to make her own garden more beautiful. Spring is her favorite time of year and she loves exploring backroads filled with beautiful fields of Texas Bluebonnets. Occasionally, when her adventurous side kicks in, she goes white water rafting - with an experienced guide, of course!

Waymaker Financial Planning serves Christian women in all seasons of their lives. We also work with Christian men who are looking for a trusted female CFP so that their wives can begin to learn about family finances now instead of later in a time of grief. We work as Fiduciaries at all times and are Fee-Only Advisors. Our practice is mostly virtual, but we are available for in-person meetings as needed.

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.

Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs.

Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ.

Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

We're here to help you achieve your financial goals, manage your money and ultimately, better your life.

Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.

We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing.

We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.

We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.

At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

For more information and updates from John, visit his blog at http://www.street-cents.com/ .

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.